Hyperscaler AI infrastructure revenue is expected to ramp through fiscal 2027 toward Cisco's $7.5 billion target.
Cisco expects multiple AI design wins over the next six months across G300, G200, P200 Silicon One chips and optics.
The AMD-HUMAIN-Cisco joint venture is expected to begin operations in calendar 2026, starting with 100 megawatts in Saudi Arabia.
Cisco plans to roll out Silicon One comprehensively across high-performance networking systems by fiscal 2029.
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